I n c o m e P l a n n e r s

 Planning  Today....... Protecting Tomorrow

 
 

Give Angelo Berretta a call anytime at (609) 658-0672

Profiles


As President and Founder of IncomePlanners, Angelo Berretta remains committed to the financial planning process of helping clients plan, develop, implement, and monitor their individual or business program. 

 


Angelo V Berretta, ChFC
Chartered Financial Consultant

As President of the firm, Angelo Berretta prides himself on honesty and integrity. He offers his clients experience, knowlege, and excellent service. Quite proud of the firm, he asserts that a key characteristic that distinguishes IncomePlanners from the large corporate financial investment companies is the "feeling of family" among the clientele. Like family, he says our client relationships are very important...communication and trust imperative.

A graduate of LaSalle University, Philadelphia, Pa., he is a General Securities Representative, a General Securities Principal, Investment Advisor Associate, Insurance licensed for Life, Health, and Annuities in New Jersey and Pennsylvania, Real Estate Licensed in New Jersey and Pennsylvania. He is also a Notary Public in New Jersey and Pennsylvania.

He lectures in the tri-state area for the Retirement and Estate Planning community, their sponsors and employees. A member of financial planning organizations and local community and church groups, he resides with his family in Hopewell Township.